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TILIA FIDUCIARY PARTNERS, INC.: SCHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TILIA FIDUCIARY PARTNERS, INC. on SCHM, newest first. How the timeline and the estimate are built.

TILIA FIDUCIARY PARTNERS, INC. held 12,431 SCHM shares at 2026-09-30 per its 13F-HR/A filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F/A 12,431 shares
    Change vs previous 13F +56 shares

    0.19% of the 13F portfolio, value $422,894.

    13F-HR/A 0001910210-26-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,375 shares
    Change vs previous 13F -272 shares

    0.22% of the 13F portfolio, value $456,255.

    13F-HR 0001910210-26-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 12,647 shares
    Change vs previous 13F +17 shares

    0.22% of the 13F portfolio, value $391,548.

    13F-HR 0001910210-26-000002 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 12,630 shares
    Change vs previous 13F -464 shares

    0.21% of the 13F portfolio, value $379,773.

    13F-HR 0001910210-26-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 13,094 shares
    Change vs previous 13F -2,116 shares

    0.22% of the 13F portfolio, value $388,115.

    13F-HR 0001910210-25-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 15,210 shares
    Change vs previous 13F -62 shares

    0.26% of the 13F portfolio, value $426,640.

    13F-HR 0001910210-25-000004 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 15,272 shares
    Change vs previous 13F +347 shares

    0.27% of the 13F portfolio, value $400,128.

    13F-HR 0001910210-25-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 14,925 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $413,576.

    13F-HR 0001910210-25-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).